See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,209,687 | $127,065+852.0% | $113,168+968.9% | $142,382+749.6% |
| Participation rate | 28.6% | 79.2%-50.6pp | 76.6%-48.0pp | 80.1%-51.5pp |
| Annual return | 72.30% | 24.03%+48.3pp | 24.27%+48.0pp | 217.08%-144.8pp |
| Employer contribution / active EE | $878 | $3,442-74.5% | $2,975-70.5% | $4,299-79.6% |
| Participant deferral / active EE | $1,352 | $5,716-76.3% | $5,107-73.5% | $6,507-79.2% |
| Admin fee / account holder | $161 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |